Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Geilfuss is a financial advisor with over 40 years of experience in the industry. William is currently registered with Bestvest Investments, Ltd. and has been with them since August 2001. In addition to Bestvest Investments, Ltd., William has held previous positions at First Liberty Investment Group, Inc., Dean Witter Reynolds Inc., Van Kasper & Company, Smith Barney Inc., InterVest Financial Services, Inc., Hibbard Brown & Co., Inc., F.N. Wolf & Co., Inc. and First Jersey Securities, Inc.. William's areas of expertise include financial planning and portfolio management. William offers a variety of services, including financial planning, portfolio management for individuals, fixed fees, commissions, and a percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/01/2001 - Present
Bestvest Investments, Ltd. (MEDIA PA)
PA
02/25/1999 - 07/31/2001
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
NY
07/21/1997 - 02/17/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
08/08/1997 - 08/13/1997
VAN KASPER & COMPANY (SAN FRANCISCO CA)
NY
07/15/1994 - 07/25/1997
SMITH BARNEY INC. (NEW YORK NY)
PA
02/24/1993 - 07/05/1994
INTERVEST FINANCIAL SERVICES, INC. (MALVERN PA)
NY
06/01/1988 - 03/02/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
10/09/1987 - 06/02/1988
F.N. WOLF & CO., INC.
NA
11/27/1978 - 10/09/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 05/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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